Roth Financial Group, Merritt Island, Florida

Newsletters

The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Car Affordability

How much can you afford to pay for a car?